See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,513 | $64,707-45.1% | $112,228-68.4% | $68,494-48.2% |
| Participation rate | 1.5% | 67.2%-65.7pp | 75.1%-73.6pp | 67.9%-66.4pp |
| Annual return | -16.40% | -11.40%-5.0pp | 27.45%-43.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $46 | $3,565-98.7% | $4,728-99.0% | $4,027-98.8% |
| Admin fee / account holder | $383 | $5,232-92.7% | $6,410-94.0% | $5,403-92.9% |